Globalance World

Compare Portfolios

vs

2.7°C

Warming Potential

62

Total Footprint

70%

Megatrend Exposure

Net Return YTD

Select another portfolio to compare performance statistics.

S&P 500

Net Return YTD

Loading…

Data source: Globalance

-∞%+∞%0%

Data source: FactSet

Unfortunately, this data is currently not available.

Select another portfolio to compare performance statistics.

Investment Performance

Unfortunately, this data is currently not available.

Top 5 Assets

These are the assets with the highest finance score in each of the two portfolios

S&P 500
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Moderna, Inc.+68.5%0.1%
Generac Holdings Inc.+66.8%0.0%
Western Digital Corporation+65.2%0.0%
Teradyne, Inc.+63.3%0.0%
Seagate Technology Holdings PLC+48.5%0.0%

Select another portfolio to compare performance statistics.

Bottom 5 Assets

These are the assets with the lowest finance score in each of the two portfolios

S&P 500
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Intuit Inc.-42.2%0.4%
Gartner, Inc.-37.8%0.1%
EPAM Systems, Inc.-32.1%0.0%
FactSet Research Systems Inc.-31.5%0.1%
Salesforce, Inc.-30.1%0.6%

Select another portfolio to compare performance statistics.